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Red Carpet Retirement™

Business & Economics Podcasts

Welcome to Red Carpet Retirement™ with Adam Scott from WellAcre Wealth Management, LLC. In this podcast, we provide strategies and tools so those in the entertainment and creative industries can achieve greater financial and retirement security. We help make work optional so you only work when you want on the projects you love, with the people you like. Join us for this journey where we explore financial planning for creatives and business owners within the entertainment industry as Adam draws from years of expertise and guest experts to increase your certainty of a Red Carpet Retirement.

Location:

United States

Description:

Welcome to Red Carpet Retirement™ with Adam Scott from WellAcre Wealth Management, LLC. In this podcast, we provide strategies and tools so those in the entertainment and creative industries can achieve greater financial and retirement security. We help make work optional so you only work when you want on the projects you love, with the people you like. Join us for this journey where we explore financial planning for creatives and business owners within the entertainment industry as Adam draws from years of expertise and guest experts to increase your certainty of a Red Carpet Retirement.

Language:

English

Contact:

310-220-4946


Episodes
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Avoid CPA Mistakes: Why you Should Check your Tax Return (Ep. 23)

6/11/2024
Avoid costly CPA mistakes on your current or next tax return! Today on Red Carpet Retirement, Adam talks about common but unintended mistakes CPAs make. Our discussion isn’t about pointing fingers but rather about uncovering common oversights in the filing process, how they happen, and, most importantly, how you can avoid being caught by surprise … Read More Read More

Duration:00:26:08

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Navigating the Markets: A Q1 2024 Review with Red Carpet Retirement (Ep. 22)

5/14/2024
What shook the stock market and economy in Q1 of 2024? Dive into this episode for an insightful quarterly wrap-up! In this episode, Adam dissects the impactful first quarter of 2024, analyzing stock market shifts, economic trends, and a surprising twist on the usual recession predictions. He unravels the events that led to one of … Read More Read More

Duration:00:30:37

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Raising Financially and Mentally Healthy Kids amidst Affluence, with Liz Mohler (Ep. 21)

4/23/2024
What’s the secret to raising financially and mentally healthy young adults? This is never easy, and for wealthy families it can be particularly challenging. This week on Red Carpet Retirement, Adam Scott, CFP® teams up with Liz Mohler, an esteemed ICF-accredited career and life coach, to explore the complex but crucial topic of raising financially … Read More Read More

Duration:00:37:35

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Retire with Purpose: Goal Setting & Life Coaching with Liz Mohler M.S. PCC (Ep. 20)

3/12/2024
They say retirement is like a second childhood—except this time, you’re the one in charge! It’s time to set new goals! This week on Red Carpet Retirement, Adam speaks with Liz Mohler, an esteemed ICF-accredited career and life coach, about setting goals in retirement. While focusing on the importance of goal setting and finding purpose, … Read More Read More

Duration:00:36:12

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2023 Market Wrap-Up and 2024 Projections (Ep. 19)

2/20/2024
2023’s market forecasts were dark, but the markets kept out of the shadows. Let’s take a look at what we think 2024 may look like. This week on Red Carpet Retirement, Adam Scott reflects on 2023’s financial market outlook. Looking forward into 2024, he talks about the potential impact of the Federal Reserve’s policies, inflation, … Read More Read More

Duration:00:25:25

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How To Maximize Your Retirement Savings Using The Mega-Backdoor Roth Strategy (Ep. 18)

1/23/2024
Are you looking for ways to maximize your tax-advantaged retirement savings bucket? (In other words, a savings bucket where both growth and withdrawals are tax-free!) A mega backdoor Roth 401(k) might be what you need. This week, Adam Scott, CFP®, delves into the ins and outs of a mega-backdoor Roth 401(k), a financial maneuver that … Read More Read More

Duration:00:30:37

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Use Roth Conversions to Reduce your Lifetime Taxes: Turning Financial Lemons into Lemonade (Ep. 17)

12/12/2023
There are many benefits to Roth conversions. But beware! Don’t step on a land mine when implementing that can blow your finances up! In this episode, Adam introduces his new co-host, Patrice Sikora, before discussing the benefits of Roth conversions. They highlight how these conversions can help reduce taxable income and potentially avoid higher taxes … Read More Read More

Duration:00:25:29

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The Downtown Real Estate Armageddon (and What it Means for You) (Ep. 16)

11/14/2023
We’re not here to spread alarm but to unravel the intricate web of challenges and transformations reshaping the commercial real estate sector. Join us for an in-depth exploration of what’s causing the downtown commercial real estate Armageddon and what it means for the future of these urban landscapes. In this episode, Adam Scott, CFP® discusses … Read More Read More

Duration:00:26:43

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Don’t Be Fooled By This Dirty Little Secret (Ep. 15)

10/17/2023
When it comes to financial advisory, finding the right balance between innovation and caution is crucial. With the rise of data and technology, risk analysis software has become a popular tool for guiding investment strategies. But should we rely on this software? What are the risks of doing so? In this episode, Adam Scott explores … Read More Read More

Duration:00:22:49

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Real Estate Part 2: The Future May Be Different (Ep. 14)

9/12/2023
Real Estate values always go up, right? In this episode, Adam provides an in-depth analysis of the future of rental properties. They dismantle the perception of real estate as a guaranteed win, exploring the pros and cons, tax implications, financial intricacies, and potential challenges of managing rental properties. Throughout the episode, Adam covers: The key … Read More Read More

Duration:00:31:21

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Real Estate Part 1: What Is the Future for Home Prices? (Ep. 13)

8/15/2023
We’ve received a lot of questions about real estate and Adam Scott addresses them in this two-part real state series. In this episode, Adam talks about real estate across America and how the future may differ from what we’ve seen happen historically. He goes over what’s going on with the housing market, whether it’s a … Read More Read More

Duration:00:29:55

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Is Long Term Care Insurance Right For You? 10 Questions To Ask with Jennifer Burnham-Grubbs (Ep. 12)

7/11/2023
Medicare doesn’t cover long-term care. If you thought it did or haven’t purchased long-term care insurance for any other reason, Adam has 10 things for you to think about before you make your final decision. In this episode, Adam Scott, CFP®, introduces a dear friend of his, Jennifer Burnham-Grubbs, Founder of Quantum Insurance Services and … Read More Read More

Duration:00:51:03

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How To Choose A Great CPA (Ep. 11)

6/13/2023
Why did the CPA cross the road? To get to the other side of the balance sheet. In this episode, Adam sheds light on a crucial topic that concerns many individuals and businesses: how to find a GREAT CPA. Adam discusses the questions you should be asking and takes you through eight essential steps that … Read More Read More

Duration:00:57:42

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Top 5 Strategies for Business Owners and Freelancers to Build Wealth (Ep. 10)

5/9/2023
For business owners and freelancers in entertainment, this is an episode you won’t want to miss! CPAs look through the rearview mirror at where you have been. Good Financial Planners help you navigate the route ahead. In this episode, Adam Scott, CFP®, provides 5 valuable wealth-building insights and practical tax-saving strategies that CPAs often don’t … Read More Read More

Duration:00:28:08

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The Top 10 Sexiest Benefits Of The Secure Act 2.0 (Ep. 9)

4/11/2023
Spice up your retirement planning with the Secure Act 2.0’s hottest benefit strategies. Retirement planning may not sound like the sexiest topic, but the Secure Act 2.0 is changing that. In this episode, Adam discusses several benefit strategies that employers, retirees, pre-retirees, and even younger employees can take advantage of, and they’re anything but boring. … Read More Read More

Duration:00:28:16

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The 10 Biggest Estate Planning Mistakes (Ep. 8)

3/14/2023
Estate planning isn’t a fun topic of conversation, but it’s more important than you might think. Don’t miss these 10 common mistakes. In this episode, Adam Scott shares 10 of the most significant estate planning mistakes. He explains what they are and how to avoid them! He also drives the lessons home with a few … Read More Read More

Duration:00:39:04

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10 Important Questions To Ask Your Financial Advisor (Ep. 7)

2/14/2023
Finding a financial advisor can be difficult. Just because they are likable doesn’t mean they will be excellent at taking care of you. How can you tell the difference? In this episode, Adam shares 10 of the most important questions everyone should ask their financial advisor, especially if they are in the interview process, to … Read More Read More

Duration:00:31:53

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The Top 8 Tax Oversights That CPAs And Their Clients Make (Ep. 6)

1/17/2023
Taxes are something everyone could save money on by properly implementing tax strategies, but many of those strategies can easily be overlooked. In this episode, Adam highlights the top 8 tax oversights CPAs and clients make. He explains how these overlooked strategies can save clients tons of money unnecessarily spent on taxes and he emphasizes … Read More Read More

Duration:00:31:51

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Top 10 Year-End Tax Tips (Ep. 5)

12/7/2022
The end of the tax year is rapidly approaching, and we have 10 tips to help you minimize your taxes. In this episode, Adam shares his Top 10 year-end tax tips as the end of 2022 nears. He talks about Roth conversions, why and when it’s a great strategy to reduce taxes, and how it … Read More Read More

Duration:00:27:29

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Our 90-10 Investment Process™: Part 2 (Ep. 4)

11/15/2022
We help reduce risk, enhance returns and create more certainty with our 90-10 Investment Process™ and our 5 Investment Pillars. Previously, we talked about pillars 1-3. Today, we wrap up our philosophy with pillars 4 and 5. In this episode, Adam Scott, CFP®, elaborates on the 90-10 Investment Process™ with a recap of pillars 1-3 before diving into pillars … Read More Read More

Duration:00:37:00